STANFORD WEALTH MANAGEMENT
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COMMON SENSE TO AN UNCOMMON DEGREE
Stanford Wealth Management is a Registered Investment Advisor. Our two Portfolio Managers have a combined 70 years of investment brokerage and advisory. We are value investors who manage equity, fixed income, ETF and mutual fund accounts from $250,000. ($500,000 beginning 2009…)
Stanford Wealth Management brings global asset allocation, proprietary rebalancing, and conscientious stock selection to your wealth-building strategy. We welcome you as our client. You may e-mail us directly at Stanford Wealth Management.
We have been blessed with excellent results for many
years. Prior to becoming a client, you can see how
we’ve done every month in Investor’s Edge. A
subscription to Investor’s Edge is included gratis for
every Stanford Advisory client.
Your results will vary from the results achieved
in these Model Portfolios -- we can typically act more
quickly to buy and sell securities for clients, usually a good thing, but sometimes not!
Rather than display a meaningless composite of clients with different goals and risk tolerances, the chart below shows the actual documented results of the two Investor’s Edge Model Portfolios. We offer common sense, a proven investment strategy and, via these two publicly-available portfolios, a track record we openly and enthusiastically expose to the sunshine of public dissemination.
OUR PROVEN TRACK RECORD
It's up to you to decide if you'd like an active role in working with us in selecting investments or if, like most of our clients, you don't have the time or interest in making daily decisions.
OUR RANGE OF SERVICES
We will select from the best of the discount brokerage firms that will provide you SIPC and additional insurance, trade confirmations and a written monthly statement. We will complete all buys and sells, ensure that all transactions are properly documented, inform you as to actions we have taken on your behalf, provide a quarterly review of your performance, and speak or meet with you any time at your request.
There's a reason why 85% of our clients come to us as a result of a referral from a current client or subscriber.
It is more challenging to allocate $2 million than it is to manage $500,000 -- but we don't believe it is difficult enough to justify the high fees many charge!
The typical industry standard fee is 1% + of assets under management. We start at 1%, as well. But then, at $550,000, we reduce your fees on the amount above $550,000 from 1% to 0.75%.
OUR FEES
We may save you money in other ways, as well. As brokerage industry veterans who have held in our careers virtually every brokerage certification from the NYSE, NASD, Options Clearing Corp and all 50 states, we know how to negotiate the best fees on your behalf; we know when to challenge a poor execution; and we know how to trade without allowing the brokers to increase their OTC spread. We know the business from the inside out.
Joseph Shaefer, Chief Investment Officer, and Heather Williams, Chief Operating Officer, will make the investment and custodianship decisions for your accounts. We do not initially represent the firm to you, then hand you off to a junior portfolio manager — as is the case at many firms. Both Mr. Shaefer and Ms. Williams have attained the highest level of certification from the brokerage industry (Financial & Operations Principals, Municipal Securities Principals, Options Principals, etc.)
OUR PORTFOLIO MANAGERS
Joseph L. Shaefer retired as a Senior VP of investment firm Charles Schwab to found Stanford Wealth Management and to speak and write on investment subjects. He is a retired USAF Brigadier General and is the author of the investment classic Bringing Home the Gold.
Mr. Shaefer has been interviewed on FNN, Fox, CNBC, ABC and other financial television shows and has been quoted in Forbes, The Wall Street Transcript, Barrons, Financial World & scores of other publications.
Your portfolio managers and every member of our service and operations team is dedicated to your investing success. You may reach us directly at 800 253-2088 or send an e-mail to inquire@stanfordwealth.com.
COPYRIGHT © 2009 STANFORD WEALTH MANAGEMENT
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The three pillars that guide us are...
1 — Simplify, simplify. You don’t need 3 different index funds on the S&P 500 or 5 different brokerage relationships. Simplify to succeed.
2 — Protect client assets, and then, and only then...
OUR INVESTMENT PHILOSOPHY
3 — Seek undiscovered opportunities in undervalued sectors to maximize capital appreciation.
We allocate assets based on constant sector review, rebalance portfolios as appropriate, and buy quality firms that are not well-covered by other firms, preferably when they are beaten down by some short-term event. We believe this is what allows us to regularly discover excellent investments that others miss.